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The Equity Philosophy

About Equity Assurance

The Equity Philosophy

Effective Personalized Solutions

Equity Bulletin

2004 Forecast

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To contact us:

PO Box 3777 - Somerset West - 7129

Phone: 021 851 0557

Fax: 086 634 2962

Cell: 082 878 6048

Email: info@equityassurance.co.za


(Equity, (money) noun amount paid off, investment, property, outlay)


Equity Assurance strives to establish long-term financial security for both individuals and businesses by finding effective personalized solutions to current financial concerns on the basis of honest and ethical advice backed by constant updating of current information regarding both products and regulations, as well as the factors influencing decisions.



Local and International investments as an associate of Bond Street Financial Services. Also through Investec Asset Management, Old Mutual International and now specializing in offshore based Managed Futures funds through American Diversified Funds SA


During the past calendar year the brokerage received Commission from all the above with less than 30 percent of the total Commission from any one Company.


Accreditation for marketing the products of the above Insurance Companies has been completed.


The brokerage holds indemnity cover for Life Assurance and Investments through Santam.


Equity Assurance, holds Broker Commission agreements for Life Assurance products with the following companies:

Equity Assurance provides Short term Insurance through their association with AssureNet Brokers, and Financial Management International:

 Discovery Life

 Santam Insurance

 Discovery Health

 Mutual & Federal Insurance

 Discovery Invest

 Business cash flow protection

 Alternative Risk Solutions (AltRisk)


 Sanlam and

 Old Mutual